Connect Morningstar AdviserLogic and Mobile Message to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Client" from Morningstar AdviserLogic.

Add your action

An action happens after the trigger—such as "Add Contact to List" in Mobile Message.

You’re connected!

Zapier seamlessly connects Morningstar AdviserLogic and Mobile Message, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New or Updated Client
Triggers when a client is created or updated.
Trigger
Polling
Try It
- External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Importance
- Event Visibility
- Event Status
- Event Organizer
- IsAllday
- Recurrence-DaysOfWeek
- Recurrence-FirstDayOfWeek
- Recurrence-Interval
- Recurrence-Type
- Recurrence-DayOfMonth
- Recurrence-Index
- Recurrence-Month
- Recurrence-NumberOfOccurences
- Recurrence-TimeZone
- Recurrence-StartDate
- Recurrence-EndDate
- Recurrence-RangeType
Action
Write
- First Name
  Required
- Last Name
  Required
- Date of Birth
  Required
- Gender
  Required
- External ID
  Required
- Client ID
- Full Name
- Occupation
- Client Start Date
- Job Title
- Notes
- Phone (Home)
- Phone (Mobile)
- Phone (Work)
- Fax
- Email (Home)
- Email (Work)
- Address (Line 1)
- Address (Line 2)
- Address (Suburb)
- Address (PostCode)
- Address (Country)
- Address (State)
- Facebook
- Skype
- LinkedIn
- Twitter
- Source
Action
Write
New SMS Delivery Status
Triggers when an SMS delivery status changes (delivered or failed).
Trigger
Instant
Try It
- Contact List
  Required
- Contact ID
- Phone Number
Action
Write

- Message ID
- Your Reference
Action
Write
- List Name
  Required
Action
Write

- Contact List
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Receiving Number (To)
  Required
- Sender (From)
  Required
- Message
  Required
- Your Reference
- Allow Emoji / Non-GSM Characters (UCS-2)
- Maximum SMS Parts Per Message
- Schedule Send Time (UTC)
- Bypass Unsubscribe Filtering
Action
Write
- Contact ID
  Required
- Phone Number
- First Name
- Last Name
- Company
- Other
Action
Write
- Message ID
  Required
- Your Reference
Action
Search

New Diary Event
Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.
Trigger
Polling
Try It
- External ID
- Subject
- Description
- StartDate
- EndDate
- Attendees
- Location
- Invitee Response
- Invitee Type
- Event Visibility
- Event Status
- Event Organizer
Action
Write
- External ID
  Required
- Entity ID
  Required
- Source
  Required
- Record ID
- Parent ID
- Company Name
- TFN
- Acn
- Abn
- Notes
- Corporate Trustee
- Entity Type
  Required
- Member ID
- Trustee Name
- Trustee
- Director
- Share Percentage
Action
Write
New Inbound SMS
Triggers when an inbound SMS is received.
Trigger
Instant
Try It
- Phone Number
  Required
Action
Write
- Phone Number
  Required
- First Name
- Last Name
- Company
- Other
Action
Write
- Contact ID
  Required
Action
Write
- Contact List
  Required
- Contact ID
- Phone Number
Action
Write
- Contact List
  Required
- New Name
  Required
Action
Write
- Contact List
  Required
- Sender (From)
  Required
- Message
  Required
- Your Reference
- Allow Emoji / Non-GSM Characters (UCS-2)
- Maximum SMS Parts Per Message
- Schedule Send Time (UTC)
- Bypass Unsubscribe Filtering
Action
Write
- Phone Number
  Required
Action
Search

For AI agents & developers

Use Morningstar AdviserLogic and Mobile Message with AI agents and code

Beyond Zap workflows. Call Morningstar AdviserLogic and Mobile Message actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Morningstar AdviserLogic and Mobile Message actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...
Add Contact to List

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Morningstar AdviserLogic and Mobile Message actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* adviserlogic / mobile-message-ca21345 action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Morningstar AdviserLogic and Mobile Message to integrate crucial parts of your business

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Make work flow with AI

Level up your Morningstar AdviserLogic to Mobile Message integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Morningstar AdviserLogic

Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.

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About Mobile Message

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